Heather Lea Benash
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2023 to now
- Wealth Enhancement GroupJan 2023 to now
- Associated Dentists, S.C.Sep 2022 to Jan 2023
- Wealth Enhancement Advisory ServicesJan 2021 to Sep 2022
- Wealth Enhancement GroupJan 2021 to Sep 2022
- Sva Plumb Wealth Management LLCJul 2013 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6271329
- Firm CRD
- 116407